Possessing over twenty-five years in Financial Planning, Richard Engel brings a wide breadth of knowledge in developing successful strategic solutions from executive level applications to comprehensive financial plans for retirement, estate and wealth accumulation goals, as well as defensive measures to preserve wealth. Richard has served as a trusted advisor and as a subject matter expert, both to organizations and to individuals. Richard's approach has always been collaborative, focusing on听iteratively developing goal-based planning solutions that can adapt to changing circumstances.听Richard has a BS from the University of 欧美口爆视频 in Finance and Accounting, and an MBA from Santa Clara.听In addition to his CFP, Richard is a CPA and has a Series 7.听He lives in Denver with his life partner, Linda, and stepdaughter Sara.